Tag : Insurance planning:

Mariner Expands Service Portfolio, Adds Risk Advisory for Individuals and Businesses with Acquisition of Cowell Insurance Services
Finance InsurTech News

Mariner Expands Service Portfolio, Adds Risk Advisory for Individuals and Businesses with Acquisition of Cowell Insurance Services

GlobeNewswire
by GlobeNewswire0
Addition of property and casualty capabilities strengthens coordination and enhances the firm’s ability to attract advisors seeking a multidisciplinary platform Mariner, a national financial services firm, announced it has acquired Cowell Insurance Services (CIS), an Overland Park, Kan.-based property and casualty (P&C) insurance provider. The transaction adds business and individual......
FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features
Fintech InsurTech News

FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features

PR Newswire
by PR Newswire0
FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, is proud to introduce NextGen Tax Insights, a first of its kind AI-driven feature designed to assist advisors in the tax planning process. Announced at the T3 Conference, NextGen Tax Insights empowers financial advisors with high-level, actionable tax insights for......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
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